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IDA · D in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

IDAD
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • IDA
  • D
0102030202120222023202420252026
Holders and value by quarter
QuarterIDAD
Q3 202010 holders, $163m20 holders, $8.7bn
Q4 20204 holders, $140m28 holders, $7.2bn
Q1 20216 holders, $416m26 holders, $7.4bn
Q2 20214 holders, $457m21 holders, $7.5bn
Q3 20214 holders, $538m16 holders, $7.2bn
Q4 20216 holders, $598m18 holders, $8.2bn
Q1 20226 holders, $613m19 holders, $9.3bn
Q2 20227 holders, $548m20 holders, $9.3bn
Q3 20224 holders, $213m17 holders, $7.5bn
Q4 20223 holders, $206m24 holders, $6.3bn
Q1 20233 holders, $202m19 holders, $6.1bn
Q2 20234 holders, $188m12 holders, $5.7bn
Q3 20235 holders, $179m12 holders, $5.4bn
Q4 20239 holders, $364m15 holders, $6.4bn
Q1 20247 holders, $338m10 holders, $6.5bn
Q2 20247 holders, $351m9 holders, $6.2bn
Q3 20247 holders, $483m14 holders, $7.4bn
Q4 20246 holders, $649m13 holders, $6.5bn
Q1 20259 holders, $732m16 holders, $7.0bn
Q2 202513 holders, $889m10 holders, $8.8bn
Q3 202513 holders, $979m8 holders, $9.8bn
Q4 202511 holders, $987m12 holders, $10.5bn
Q1 202616 holders, $1.4bn11 holders, $10.4bn
Q2 202616 holders, $1.4bn13 holders, $12.4bn
IDA

Idacorp Inc

Holders
9
Reported value
$732m
Buyers
6
Sellers
2

Breadth +4 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
D

Dominion Res Inc Va New

Holders
16
Reported value
$7.0bn
Buyers
11
Sellers
5

Breadth +6 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q1 2025

Among the 23 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only IDA (7)

AllianceBernstein LP, Artisan Partners LP, Bridgewater Associates LP, Freestone Grove Partners LP, Neuberger Berman Group LLC, Verition Fund Management LLC, Winton Group Ltd

Only D (14)

AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →